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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander Wenzig is a financial advisor currently employed by Fisher Investments. Robert has been working in the financial services industry for over seven years. His experience includes working with J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Robert holds Series 63, Series 65, Series 7 and SIE securities licenses. Robert is also a Certified Financial Planner. Robert's expertise includes portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Robert specializes in financial planning and portfolio assessment. He is registered to provide investment advisory services in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/17/2021 - Present
Fisher Investments (PLANO TX)
TX
09/03/2020 - 03/23/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
06/07/2019 - 07/23/2020
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
05/24/2017 - 06/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
12/05/2014 - 04/05/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 05/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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